Cassaday & Co Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
1,829
+7
| +0.4% | +$2.23K | 0.01% | 195 |
|
|
2025
Q1 | $490K | Sell |
1,822
-97
| -5% | -$26.1K | 0.01% | 202 |
|
|
2024
Q4 | $570K | Buy |
1,919
+86
| +5% | +$25.5K | 0.02% | 178 |
|
|
2024
Q3 | $497K | Buy |
1,833
+152
| +9% | +$41.2K | 0.01% | 185 |
|
|
2024
Q2 | $389K | Sell |
1,681
-14
| -0.8% | -$3.24K | 0.01% | 199 |
|
|
2024
Q1 | $386K | Buy |
1,695
+18
| +1% | +$4.1K | 0.01% | 195 |
|
|
2023
Q4 | $314K | Sell |
1,677
-294
| -15% | -$55.1K | 0.01% | 199 |
|
|
2023
Q3 | $294K | Buy |
1,971
+300
| +18% | +$44.8K | 0.01% | 192 |
|
|
2023
Q2 | $291K | Sell |
1,671
-510
| -23% | -$88.8K | 0.01% | 199 |
|
|
2023
Q1 | $360K | Buy |
2,181
+210
| +11% | +$34.6K | 0.02% | 183 |
|
|
2022
Q4 | $291K | Buy |
+1,971
| New | +$291K | 0.01% | 200 |
|